FCM

Forester Capital Management Portfolio holdings

AUM $70.8M
1-Year Est. Return 8.13%
This Quarter Est. Return
1 Year Est. Return
+8.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.98M
3
+$1.57M
4
BP icon
BP
BP
+$1.37M
5
NWL icon
Newell Brands
NWL
+$1.28M

Top Sells

1
+$2.36M
2
+$1.84M
3
+$1.81M
4
GILD icon
Gilead Sciences
GILD
+$1.66M
5
USB icon
US Bancorp
USB
+$1.52M

Sector Composition

1 Financials 20.72%
2 Consumer Staples 18.13%
3 Healthcare 18%
4 Industrials 9.69%
5 Energy 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
-20,930
53
– –
-4,785
54
– –
-17,351
55
– –
-3,430
56
– –
-15,570
57
– –
-5,650
1 2
3